smart Wealth Management technology

for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators

m2Data

Aggregated Data Feeds

Clean, Enriched Data
Fast, Reliable. On Time
International Feeds
m2Hub

Cleansing – Enrichment Engine

Single Source of Truth
Al – Robo Automation
Highly scalable 24/7 API
m2Advisor

Advisor Workstation

Aggregate Portfolios
Income & Performance
Client Web Access
m2Platform

Wealth Management Platform

Service Many Advisors
Nominee-Omnibus
Custody
Public Assets
0
Stock Exchanges
0
Prices
0 mil
Currencies
0

Clients and Data Connections